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With TikTok Shop and plans to build fulfillment centers in the US, it鈥檚 taking two more steps in that direction. Amazon is chasing the platforms鈥� short video success. But building its TikTok-like Inspire feed does not mean consumers will come. They鈥檙e more likely to turn to Google at the product discovery stage, per April 2022 research conducted by Morgan Stanley.

What is shoppable media and which formats have the most potential?

Retail ecommerce sales include the sale of products and related services ordered using the internet, regardless of fulfillment method. We exclude the following consumer categories from our definition of retail ecommerce sales:.

Retail ecommerce sales include the sale of products and related services ordered using the internet, regardless of fulfillment method. We exclude the following consumer categories from our definition of retail ecommerce sales:.

On today鈥檚 podcast episode, we discuss how Google鈥檚 cookie choices affect targeting with insights on alternative identifiers, data privacy, and strategies for 2025. Tune in to the discussion with our Principal Analyst and host Yory Wurmser, Chief Brand Officer of CP Skin Health Group Echo Sandburg and Senior Director First Party Data Strategy of the Eli Lilly & Company Moitree Rahman.

The cost of fulfillment, especially when you're Amazon and you're trying to optimize it and be as fast as possible is incredibly, incredibly expensive.

Do you see a world where Uber has its own fulfillment centers? Blake Droesch:. It's not too far off. Uber's invested in a lot of different, wild ideas. Sara Lebow:. Okay. Moving along. Sky, can you give us our next creative recommendation for a retailer offering a membership? Sky Canaves:.

Dollar store consumers, especially lower-income households, are facing financial difficulties, relying on credit cards to cover necessities. Retailers like Dollar General and Dollar Tree are focusing on pricing and promotions to keep customers shopping, but there has been a decline in discretionary spending from middle- and high-income consumers, who may be turning to mass retailers like Walmart.

Our latest forecast and exclusive consumer surveys highlight the most compelling omnichannel opportunities for fashion brands, retailers, and marketers.

This report presents five of the most intriguing and/or under-the-radar positive forecasts for 2024 that clients should be aware of, as compiled by our forecasting team.

Amazon to launch budget marketplace to compete with Temu, Shein: The retailer is copying their playbook鈥攃omplete with cheap products and longer delivery times鈥攖o stay ahead in the ecommerce race.

Shoppers made a record number of Amazon purchases this holiday season: Strong consumer spending coupled with momentum in its ad business helped propel Amazon鈥檚 earnings well past expectations.

On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of November. Each month, our analysts Arielle Feger, Becky Schilling, and Sara Lebow (aka The Committee) put together a very unofficial list of the top eight retailers they're watching based on which are making the most interesting moves: Who's launching new initiatives? Which partnerships are moving the needle? Which standout marketing campaigns are being created? In this month's episode, Committee members Analyst Arielle Feger and Senior Analyst Sara Lebow will defend their list against Vice President of Content Suzy Davidkhanian and Senior Director of Briefings Jeremy Goldman, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

When it comes to retail memberships, Amazon is the leader, boasting 97.2 million household Amazon Prime members across the US, nearly three-quarters of the country鈥檚 total households, per our forecast. Taking a page from Amazon鈥檚 playbook, retailers like Walmart, Best Buy, and Target are using their own members-only sales events to build out their retail memberships.

Instacart and Uber team up to keep DoorDash at bay: Instacart hopes the deal will protect its grocery business and widen consumer appeal, while Uber looks for new customers.

ThredUp tests peer-to-peer marketplace model as losses pile up: The resale platform is in need of a reset as it struggles to navigate an uncertain economic environment.

Trader Joe鈥檚 small, curated stores and limited footprint sets it apart. Between its branding, product choice, and customer experience, there are a lot of lessons other retailers beyond grocery can learn from the Trader Joe鈥檚 model. Here are four takeaways from Trader Joe鈥檚.

Though growth is slowing, digital grocery will continue to fuel overall ecommerce growth in the US. 鈥淕rowth is no longer driven by new adopters, but heavy digital grocery users,鈥� our analyst Blake Droesch said on a recent 鈥淩eimagining Retail鈥� podcast episode. Here鈥檚 how retailers like Instacart, Amazon, and Walmart can capitalize on frequent buyers.

Inflation is on the rise and the competition for consumer dollars is heating up between restaurants and retailers. Here are five insights into how consumers are purchasing their food as prices continue to rise.

Retail media will make huge gains this year in Canada. Our first-ever forecast for retail media ad spending in Canada and our joint survey of ad buyers (conducted with IAB Canada) highlight the latest developments.

Amazon and Walmart reinforce the value of their membership programs: Amazon now offers free Grubhub+ membership as a permanent Prime perk and Walmart+ announces its member-exclusive sale.

Instacart has had a busy few months. Besides scrapping its plans to go public, the company has cut its valuation a few times, trimmed its workforce, and explored other cost-cutting measures. That being said, Instacart has also made investments to bolster its business, including new technologies for merchants and expanded retail media offerings.

The future of ecommerce is grocery. Historically, three categories led the US ecommerce market: apparel and accessories, computer and consumer electronics, and furniture and home furnishings. But in recent years, growth has been fueled by essential goods, including food and beverage items, personal care products, and household supplies. This shift will take grocery to the top of the four major ecommerce categories by 2026.

As consumers hunt for the best deals, generative AI will drive $194 billion in consumer spending by enabling brands to provide personalized customer service, marketing promotions, and commerce experiences, per Salesforce. Social media advertising will also have an outsized impact on purchase decisions versus traditional marketing efforts.

Small-format stores are gaining popularity among retailers trying to get closer to where consumers live and work. Some retailers, like Macy鈥檚, are using small-format stores to reach consumers in more urban locations. But others, like Target, are going for a slightly different demographic鈥攃ollege students.